We are seeking a motivated and experienced General Insurance Planner to join our team. The ideal candidate will have a strong understanding of insurance products, excellent communication skills, and a passion for helping clients secure their financial futures. As a General Insurance Planner, you will be responsible for advising clients on insurance options, developing tailored insurance plans, and ensuring clients have the coverage they need.
Key Responsibilities:
- Assess clients' insurance needs and provide appropriate solutions.
- Develop and maintain strong relationships with clients, understanding their goals and concerns.
- Present and explain insurance policies and products to clients, ensuring they understand their options.
- Customize insurance plans to meet clients' specific needs and budgets.
- Handle policy renewals, modifications, and claims.
- Stay updated on industry trends, regulations, and best practices.
- Collaborate with team members to achieve sales targets and business objectives.
- Provide exceptional customer service and support.
Qualifications:
- Proven experience as an Insurance Planner or similar role.
- In-depth knowledge of various insurance products and policies.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to build rapport and trust with clients.
- Highly organized and detail-oriented.
- Professional certification (e.g., Certified Insurance Counselor) is a plus.
- Proficiency in using insurance software and CRM systems.
What We Offer:
- Competitive salary and performance-based incentives.
- Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
- Opportunities for professional development and career advancement.
- Supportive and collaborative work environment.
- Ongoing training and resources to help you succeed.
How to Apply:
If you are a dedicated and proactive individual with a passion for helping others and a desire to grow your career in the insurance industry, we would love to hear from you!
